Latest Institutional Purchases of Energy Sector Spdr (XLE)
This list provides information on the latest institutional transactions involving Energy Sector Spdr (XLE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
761New |
$64.2K - $71.1K
|
761
$70K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
712+ 19.25% |
$60.1K - $66.5K
|
4.41K
$406K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
614+ 72.07% |
$51.8K - $57.3K
|
1.47K
$135K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
551+ 24.43% |
$46.5K - $51.5K
|
2.81K
$258K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
538+ 2445.45% |
$45.4K - $50.2K
|
560
$51.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
516New |
$43.5K - $48.2K
|
516
$47.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
465+ 8.4% |
$39.2K - $43.4K
|
6K
$552K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
364+ 3.89% |
$30.7K - $34K
|
9.73K
$895K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
322+ 2.29% |
$27.2K - $30.1K
|
14.4K
$1.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
277+ 0.5% |
$23.4K - $25.9K
|
55.3K
$5.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
200New |
$16.9K - $18.7K
|
200
$18.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
PUT |
200+ 5.0% |
$16.9K - $18.7K
|
4.2K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
158+ 5.64% |
$13.3K - $14.8K
|
2.96K
$272K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
118New |
$9.95K - $11K
|
118
$10.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
109+ 4.08% |
$9.19K - $10.2K
|
2.78K
$256K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
100+ 61.73% |
$8.44K - $9.34K
|
262
$24.1K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
100+ 46.51% |
$8.44K - $9.34K
|
315
$29K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
92+ 3.01% |
$7.76K - $8.59K
|
3.15K
$290K
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
87New |
$7.34K - $8.12K
|
87
$8.01K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
65New |
$5.48K - $6.07K
|
65
$5.98K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
52New |
$4.39K - $4.86K
|
52
$4.79K
|
|
|
Oct 16, 2024
Q3 2024
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
37+ 0.9% |
$3.12K - $3.46K
|
4.14K
$381K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
22+ 0.64% |
$1.86K - $2.05K
|
3.49K
$321K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
6New |
$506 - $560
|
6
$552
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
4+ 0.15% |
$337 - $374
|
2.75K
$253K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4+ 0.86% |
$337 - $374
|
470
$43.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
337KNew |
$29.7M - $33.1M
|
337K
$31M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
330KNew |
$29M - $32.4M
|
330K
$30.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
CALL |
300KNew |
$26.4M - $29.4M
|
300K
$27.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
CALL |
288KNew |
$25.4M - $28.3M
|
288K
$26.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Candlestick Capital Management LP
Greenwich, CT |
BUY
|
- |
150K+ 150.0% |
$13.2M - $14.7M
|
250K
$23M
|
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
142KNew |
$12.5M - $14M
|
142K
$13.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
PUT |
138KNew |
$12.1M - $13.5M
|
138K
$12.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
CALL |
110KNew |
$9.68M - $10.8M
|
110K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
PUT |
110KNew |
$9.68M - $10.8M
|
110K
$10.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Argi Investment Services, LLC
|
BUY
|
- |
103K+ 695.24% |
$9.06M - $10.1M
|
118K
$10.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
76K+ 217.25% |
$6.69M - $7.46M
|
111K
$10.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
65.1KNew |
$5.73M - $6.39M
|
65.1K
$5.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
64.6KNew |
$5.69M - $6.34M
|
64.6K
$5.94M
|
|
|
Sep 10, 2024
Q2 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
37.9KNew |
$3.34M - $3.72M
|
37.9K
$3.49M
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
35.8KNew |
$3.15M - $3.51M
|
35.8K
$3.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
34.5KNew |
$3.04M - $3.38M
|
34.5K
$3.17M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
34.3KNew |
$3.02M - $3.37M
|
34.3K
$3.16M
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
31.5KNew |
$2.77M - $3.09M
|
31.5K
$2.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
CALL |
30KNew |
$2.64M - $2.94M
|
30K
$2.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Scoggin Management LP
New York, NY |
BUY
|
- |
25KNew |
$2.2M - $2.45M
|
25K
$2.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
25KNew |
$2.2M - $2.45M
|
25K
$2.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
24.7KNew |
$2.18M - $2.42M
|
24.7K
$2.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
24KNew |
$2.11M - $2.35M
|
24K
$2.21M
|
|